DWMS
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Dominguez Wealth Management Solutions’s W.P. Carey WPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,882
Closed -$223K 59
2023
Q1
$223K Buy
2,882
+7
+0.2% +$542 0.2% 53
2022
Q4
$225K Buy
+2,875
New +$225K 0.22% 53